Defined Benefit (Pension) · DOL Form 5500 · 2024
Northwestern Corporation Pension Plan
Data updated 2026-08-11
- $346M
- Total assets
- 349
- Participants
- 96th
- Percentile by assets
- $990,702
- Avg per participant
Official DOL plan name: Northwestern Energy Mt Pension Plan · Sponsored by Northwestern Corporation · Montana · Utilities
$346M in assets, 349 participants
Northwestern Corporation's Northwestern Energy Mt Pension Plan reported $346M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 96th percentile by assets (of 123,622 plans)
- #563 in Utilities (732 peers)
Where Northwestern Energy Mt Pension Plan sits by assets
Northwestern Energy Mt Pension Plan sits in the top 5% of all filed plans by assets, $346M for 349 participants (~$990,702/participant), down 1.3% in 2024.
- $346M
- total plan assets (2024 EOY)
- 349
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $990,702
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Northwestern Energy Mt Pension Plan sits by total assets
Northwestern Energy Mt Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$345,755,066 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwestern Energy Mt Pension Plan reported net income rose from -$46M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Northwestern Energy Mt Pension Plan reported participants fell from 387 in the plan year 2023 filing to 349 in the plan year 2024 filing.
- Northwestern Energy Mt Pension Plan end-of-year assets fell from $350M in the plan year 2023 filing to $346M in the plan year 2024 filing.
Northwestern Energy Mt Pension Plan vs the 2024 asset distribution
By assets, Northwestern Energy Mt Pension Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $350M |
|---|---|
| Net Assets (End of Year) | $346M |
| Net Income | -$4M |
| Employer EIN | 460172280 |
| Plan Effective Date | 1948-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,084 | $855M |
| 2023 | 3 | 2,047 | $869M |
| 2024 | 3 | 2,037 | $911M |
Nearby Defined Benefit (Pension) Plans in Montana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Northwestern Energy Mt Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
- St. Peter's Health Cashplus Retirement Plan $61M · 206
- Northwestern Energy Sd/Ne Pension Plan $53M · 117
- Retirement Plan for Employees of Northern Montana Hospital $32M · 102
- Pension Plan for Employees of Advanced Silicon Materials, LLC $28M · 60
- American Chemet Corporation Retirement Income Plan $16M · 48
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Northwestern Energy Mt Pension Plan by total assets, not by location.
- Formosa Plastics Corporation, U.S.a. Pension Plan (NJ) $346M · 3,446
- Local No. 1 Pension Trust Fund (IL) $346M · 3,911
- Weil, Gotshal & Manges Partners' Defined Benefit Plan (NY) $347M · 107
- Gibson, Dunn & Crutcher LLP Partners Cash Balance Plan (CA) $344M · 328
Frequently Asked Questions
How did Northwestern Energy Mt Pension Plan assets move in 2024? ▼
How have Northwestern Corporation plan assets changed over time? ▼
Where does Northwestern Energy Mt Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Northwestern Energy Mt Pension Plan? ▼
Next read for Northwestern Energy Mt Pension Plan
Scale reading
Ways to act on Northwestern Energy Mt Pension Plan's numbers.
- By total assets, Northwestern Energy Mt Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Montana. Compare plans
- Northwestern Corporation's sponsor-wide assets have grown 6.6% since 2022 across 3 plan years on file. More Utilities plans